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U.S. Bancorp shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 22k 53.36

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
Tcw Etf Trust Flexible Income (FLXR)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Beacon Financial Advisory

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Norges Bank Investment Management
Davis Selected Advisers
Reed Conner & Birdwell
Grantham, Mayo, Van Otterloo & Co
Royal Bank of Canada
Invesco
Northern Trust
Goldman Sachs Group

View all funds holding U.S. Bancorp